Form 990 for tax year 2024
Filed by PLUMBERS & STEAMFITTERS LOCAL UNION NO 760.
Totals
- Total revenue
- $15,433,431
- Total expenses
- $12,012,508
- Contributions and grants received
- $0
- Grants paid
- $0
- Program service revenue
- $14,495,061
- Investment income
- $938,370
- Other revenue
- $0
- Total assets, end of year
- $32,925,513
- Total liabilities, end of year
- $170,264
- Net assets or fund balances, end of year
- $32,755,249
- Program services expenses (Part IX)
- $12,012,508
- Management and general expenses
- $0
- Fundraising expenses
- $0
- Program service expenses (Part III)
- not reported
Program services were 100.0% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Line items
Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.
Revenue
Part VIII, the statement of revenue.
-
2a · Program service revenue: EMPLOYER CONTRIBUTIONS
total $14,183,279 · related or exempt $14,183,279
-
2b · Program service revenue: MEMBER CONTRIBUTIONS
total $311,782 · related or exempt $311,782
-
3 · Investment income
total $836,647 · excluded $836,647
-
7a · Gross sales of assets other than inventory
securities $4,181,654
-
7b · Less cost or other basis and sales expenses
securities $4,079,931
-
7c · Gain or loss
securities $101,723
-
7d · Net gain or loss
total $101,723 · related or exempt $101,723
Functional expenses
Part IX, the statement of functional expenses.
-
4 · Benefits paid to or for members
total $11,548,897 · program services $11,548,897
-
7 · Other salaries and wages
total $57,240 · program services $57,240
-
9 · Other employee benefits
total $16,311 · program services $16,311
-
10 · Payroll taxes
total $26,190 · program services $26,190
-
11b · Fees: legal
total $6,000 · program services $6,000
-
11c · Fees: accounting
total $48,845 · program services $48,845
-
11f · Fees: investment management
total $193,019 · program services $193,019
-
11g · Fees: other
total $36,213 · program services $36,213
-
13 · Office expenses
total $18,556 · program services $18,556
-
16 · Occupancy
total $4,550 · program services $4,550
-
17 · Travel
total $1,327 · program services $1,327
-
23 · Insurance
total $6,720 · program services $6,720
-
24a · Other expenses: EMPLOYMENT COSTS
total $48,640 · program services $48,640
Balance sheet
Part X, book values.
-
2 · Savings and temporary cash investments
beginning of year $8,419,966 · end of year $10,943,402
-
4 · Accounts receivable
beginning of year $1,573,035 · end of year $1,486,931
-
10a · Land, buildings and equipment: cost or other basis
$101,854
-
10b · Land, buildings and equipment: accumulated depreciation
$93,344
-
10c · Land, buildings and equipment, net
beginning of year $8,510 · end of year $8,510
-
11 · Investments: publicly traded securities
beginning of year $18,100,364 · end of year $20,486,670
-
17 · Accounts payable and accrued expenses
beginning of year $94,305 · end of year $170,264
-
27 · Net assets without donor restrictions
beginning of year $28,007,570 · end of year $32,755,249
Mission and programs · 2024
Mission
TO PROVIDE HEALTH AND LIFE INSURANCE BENEFITS TO MEMBERS OF THE LOCAL UNION.
-
N/A
As filed on the 2024 return.
Listed in Part VII
-
JOE CHITTAM
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 39 related
-
JOHN EMBRY
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.1
-
GREG EZELL
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 39 related
-
GROVER JOHNSON
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.1
-
TIM MARDIS
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 39 related
-
BILL STRICKLAND
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.1
Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those.
Grants on this return
No itemized grants to organizations on this return.
Related organizations on this return
Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.
-
UNITED ASSOC OF JRNYMAN LOCAL 760
501C5 · UNION · AL
-
LOCAL 760 SAVINGS & INVESTMENT PLAN
501C5 · BENEFITS · AL
Directly controlled by LOCAL 760 LOCAL 760
-
LOCAL 760 APPRENTICE EDUCATION FUND
501C5 · BENEFITS · AL
Directly controlled by LOCAL 760 LOCAL 760
Provenance
- Return type
- form_990
- Tax year
- 2024
- Filed
- 29 October 2025
- IRS schema version
- 2024v5.0
- Source object
- 202503029349302360
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